Guide

Starting a bookkeeping business

Work through the big decisions around accreditation, services to offer, fees to charge, and how to find clients.

Setting yourself up as a bookkeeper

Read about the steps you need to work through, from accreditation to marketing.

  1. How to become a bookkeeper

    You’ll need some training and certification to become a professional bookkeeper. Find out where this is available.

  2. Bookkeeping from home

    With a foundation of knowledge, skills and experience, take the next steps in setting up as a bookkeeper.

  3. What services will you offer?

    You need to nail down what services you’ll offer, who to, and how. Don’t promise more than you’re able to deliver.

  4. Niche and virtual bookkeeping businesses

    Designing your bookkeeping business around a specific type of client or your strengths can be a successful way to go.

  5. Creating your business plan

    It’s time to get things down on paper. Your business plan is vital to reality checking all those ideas you have.

  6. Pricing and charging

    How do you walk the line between profitable for you and affordable for your clients? And help clients budget?

  7. Marketing your bookkeeping business

    You might deliver an awesome service at a great price, but what if no one knows? Let’s look at marketing your services.

Download the bookkeeping business guide

A guide to help you work through the big decisions around starting a bookkeeping business. Fill out the form to receive the guide as a PDF.

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Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.